LWAM
Legacy Wealth Asset Management’s Crown Castle CCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Buy |
10,878
+30
| +0.3% | +$3.08K | 0.28% | 92 |
|
|
2025
Q1 | $1.13M | Buy |
10,848
+710
| +7% | +$74K | 0.31% | 86 |
|
|
2024
Q4 | $920K | Sell |
10,138
-932
| -8% | -$84.6K | 0.25% | 101 |
|
|
2024
Q3 | $1.31M | Buy |
11,070
+141
| +1% | +$16.7K | 0.35% | 75 |
|
|
2024
Q2 | $1.07M | Buy |
10,929
+3,361
| +44% | +$328K | 0.3% | 92 |
|
|
2024
Q1 | $801K | Buy |
7,568
+258
| +4% | +$27.3K | 0.22% | 125 |
|
|
2023
Q4 | $842K | Sell |
7,310
-77
| -1% | -$8.87K | 0.28% | 105 |
|
|
2023
Q3 | $680K | Buy |
7,387
+345
| +5% | +$31.8K | 0.25% | 123 |
|
|
2023
Q2 | $802K | Buy |
7,042
+238
| +3% | +$27.1K | 0.28% | 96 |
|
|
2023
Q1 | $911K | Buy |
6,804
+92
| +1% | +$12.3K | 0.33% | 88 |
|
|
2022
Q4 | $910K | Buy |
6,712
+205
| +3% | +$27.8K | 0.35% | 90 |
|
|
2022
Q3 | $941K | Sell |
6,507
-1,748
| -21% | -$253K | 0.41% | 72 |
|
|
2022
Q2 | $1.39M | Sell |
8,255
-140
| -2% | -$23.6K | 0.56% | 35 |
|
|
2022
Q1 | $1.55M | Buy |
8,395
+344
| +4% | +$63.5K | 0.55% | 36 |
|
|
2021
Q4 | $1.68M | Buy |
8,051
+753
| +10% | +$157K | 0.57% | 22 |
|
|
2021
Q3 | $1.27M | Buy |
7,298
+65
| +0.9% | +$11.3K | 0.58% | 32 |
|
|
2021
Q2 | $1.41M | Sell |
7,233
-14
| -0.2% | -$2.73K | 0.63% | 19 |
|
|
2021
Q1 | $1.25M | Buy |
7,247
+80
| +1% | +$13.8K | 0.58% | 26 |
|
|
2020
Q4 | $1.14M | Buy |
+7,167
| New | +$1.14M | 0.57% | 33 |
|